Invoice List

The Invoice List report is located in the Main Reports section, in the At a Glance category. The report displays accounts sorted by invoice date, and summarized by Invoice Number, Service Type, Previous Balance, Payments/Adjustments, Current Charges, Invoice Amount and Currency in a specified billing month or date. Drilldown is supported on the Current Charges and Invoice Amount links.

Field notes:

· “Current PO Number” is a purchase order number at the invoice (remit) account level.

· “PO Number” is a purchase order number at the charge/order level.

To display the Invoice List report:

1.      Display the Reports Home page.

2.      Select the invoice month or date, services, and accounts to use for the report.

3.      Navigate through the menu list as follows:

Main Reports > At a Glance

4.      Click the Invoice List link. The Invoice List page is displayed.

5.      If you want to change the default invoice, define the invoice month or invoice date for the data to display.

5.      If you want to change other report default values, use the Value Selections, Sorting, Summarization, Columns, Output Format, Filters, and Highlighting tab headers.

6.      If you want to restore report default values, click Restore Defaults. The report value selections page is redisplayed with the original default values.

7.      Click View Report. The report is displayed.

Note: When viewing the Online Presentation output format, you can sort the report data in any column from ascending to descending order by clicking the name of the column heading. Reverse a sort by clicking the column heading name again.

8.      If you want to change the report values that you selected after the report is displayed:

a.    Click Modify Report. The report page is redisplayed with the values and data selections you entered.

b.    Repeat any of steps above as required.

c.     Click View Report. The report is redisplayed in accordance with your new selections.

9.      If you want to save the report to Saved Report Templates at any time, click Save Report.

10.  If you want to view previously downloaded reports, click Report History.

Related Topics

Reports Overview